Personal Assistant – Short-Term Insurance

SUMMARY:
Position Overview:
We are looking for a highly organised, detail-oriented Personal Assistant with at least 5 years of experience in Personal Lines short-term insurance, specifically with renewals and underwriting for SANTAM, ECHELON, RENASA and OMNISURE. The ideal candidate must be RE5 certified and registered as a Short-Term Insurance Representative.

This role is essential to the smooth operation of our advisory team and will involve full administrative support, policy renewals, and communication with both clients and underwriters.

POSITION INFO:
Key Responsibilities:
Provide executive-level administrative support to advisors
Manage incoming and outgoing correspondence, appointments, and documentation
Handle full Personal Lines underwriting processes, with emphasis on policy renewals and servicing
Liaise directly with underwriters at SANTAM, ECHELON, RENASA and OMNISURE
Request, negotiate, and implement renewal terms and alternative quotes
Process amendments, cancellations, endorsements, and re-writes
Ensure all compliance documentation (FICA, FAIS) is up to date and properly filed
Prepare and send client communications related to renewals and queries
Maintain and update internal systems and client files with high attention to detail
Follow up with clients and insurers on outstanding items
Support the advisor in meeting operational targets and client service standards

Minimum Requirements:
RE5 Certificate – Mandatory
Registered as a Short-Term Insurance Representative with FSCA – Mandatory
Minimum 5 years’ experience in Personal Lines Short-Term Insurance
Strong working knowledge of renewals and underwriting for:

• SANTAM
• ECHELON
• RENASA
• OMNISURE